MEMBER FINRA/SIPC

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Location

5 Upper Newport Plaza Suite 200 Newport Beach, CA 92660

Contact Details

(949) 851-4700

(888) 324-ICON

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Company

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Contact Details

Member FINRA/SIPC

Customer Relationship Summary

ICON Capital Group, LLC, member FINRA and SIPC.

Clearing and Custodial services provided on a fully disclosed basis by Vision Financial Markets

https://www.vfmarkets.com/products-and-services/correspondent-clearing/

https://www.vfmarkets.com/disclosures-disclaimers/

Clearing and Custodial services provided on a fully disclosed basis by RBC Clearing and Custody, a division of RBC Capital Markets LLC. Please visit https://www.rbcclearingandcustody.com/en-us/

Check the background of ICON Capital Group, LLC. and its Investment Professionals on FINRA's Brokercheck

Rule 605 and 606 Reporting

Please visit: https://www.rbcwm-usa.com/legal/rbc-cs/cid-360855.html

Please visit: http://external.s3.com/rule606/rbcwm/correspondentsvcs/

Investing always involves risk No investment is protected against loss.

Disclosures Concerning Low-Priced Equity Securities

Brokerage Products are Not FDIC Insured; They have NO bank guarantee; They may lose value

Past performance does not indicate future results.
Diversification does not ensure a profit or protect against declining markets.
Consider your investment objectives before investing.
Neither ICG nor any of its affiliates provide legal, tax or accounting advice.

California Benefits and Retirement Group (CALBRG) is a State of California Registered Investment Adviser, and is a separately owned company.

Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst."

Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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